U.S.-China Trade War: The New Long March (Guggenheim Investments)

Given the limited historical precedent, it is difficult to predict if this face-off will continue long term or be resolved quickly. By all reports, neither the Chinese nor the Trump administration seem prepared to blink, but rather than rely on the press for insight, we decided to do some of our own digging. Guggenheim Investments recently talked to several China-based portfolio managers and a supply chain manager to learn more about the U.S.-China standoff. The main takeaway from their notes below: The Chinese are buckling up for a long ride. READ MORE